U.S. Capital Wealth Advisors’s Amplify Blockchain Technology ETF BLOK Stock Holding History

U.S. Capital Wealth Advisors’s Portfolio BLOK Stock Details BLOK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.17M	Buy	23,579 +5,589	+31%	+$315K	0.03%	471
2025 Q4	$1.02M	Sell	17,990 -3,631	-17%	-$234K	0.03%	479
2025 Q3	$1.45M	Buy	21,621 +150	+0.7%	+$9.09K	0.04%	398
2025 Q2	$1.23M	Buy	21,471 +1,655	+8%	+$74.9K	0.04%	385
2025 Q1	$731K	Buy	19,816 +3,231	+19%	+$142K	0.02%	496
2024 Q4	$716K	Buy	+16,585	New	+$746K	0.02%	485
2023 Q1	–	Sell	-195	Closed	-$2.95K	–	748
2022 Q4	$2.95K	Buy	+195	New	+$3.35K	﹤0.01%	1457

Other funds holding BLOK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

TWM

Thryve Wealth Management Irving, Texas $179M AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CFG

Carter Financial Group Barrington, Illinois $193M AUM 29.2% 1-Year Est. Return

U.S. Capital Wealth Advisors's BLOK Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Amplify Blockchain Technology ETF (BLOK) stake by 31% in Q1 2026, buying an estimated $315K and bringing the position to 23,579 shares worth $1.17M. The position accounts for 0.03% of the portfolio, ranked #471.

U.S. Capital Wealth Advisors first reported a position in BLOK in Q4 2022 and has held it in 7 quarters since. The position peaked at $1.45M in Q3 2025. 251 funds tracked by Wall St. Rank hold BLOK as of Q1 2026.

U.S. Capital Wealth Advisors held 23,579 shares of Amplify Blockchain Technology ETF worth $1.17M as of Q1 2026.
U.S. Capital Wealth Advisors bought 5,589 Amplify Blockchain Technology ETF shares in Q1 2026, an estimated $315K.
Amplify Blockchain Technology ETF made up 0.03% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #471 holding.
U.S. Capital Wealth Advisors first reported a position in Amplify Blockchain Technology ETF in Q4 2022 and has held it in 7 quarters since.
U.S. Capital Wealth Advisors's Amplify Blockchain Technology ETF position peaked at $1.45M in Q3 2025.
251 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.